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iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD

Name Holding Trade Value Shares
Change 		Change in
Stake
ATPW
651
Ashton Thomas Private Wealth
Arizona
$595K +$111K +821 +22%
SC
652
Sierra Capital
Florida
$592K -$1.6M -11,828 -73%
FIA
653
Foundations Investment Advisors
Arizona
$590K -$47.1M -348,636 -99%
SPFA
654
Summit Place Financial Advisors
New Jersey
$589K +$13.5K +100 +2%
CWP
655
Capital Wealth Planning
Florida
$585K +$595K +4,400 New
TFA
656
Teamwork Financial Advisors
Texas
$583K -$30K -222 -5%
AFC
657
Adaptive Financial Consulting
Ohio
$582K +$20.1K +149 +4%
CFS
658
Cannon Financial Strategists
Georgia
$581K -$142K -1,051 -19%
KBFS
659
Kohmann Bosshard Financial Services
Ohio
$581K – – –
TWP
660
Tempus Wealth Planning
California
$577K +$5.27K +39 +0.9%
GCA
661
Greenwood Capital Associates
South Carolina
$576K -$22.4K -166 -4%
CFA
662
Carroll Financial Associates
North Carolina
$576K -$3.92K -29 -0.7%
EWA
663
Evolution Wealth Advisors
Florida
$574K +$30.4K +225 +6%
GWM
664
Geneos Wealth Management
Colorado
$572K +$24.2K +179 +4%
CAN
665
Claraphi Advisory Network
United States
$570K -$3.38K -25 -0.6%
BCM
666
Bowie Capital Management
Texas
$568K -$541K -4,000 -48%
IWM
667
IHT Wealth Management
Illinois
$568K -$406K -3,006 -41%
JG
668
Jefferies Group
New York
$560K -$2.97M -21,964 -84%
FFBTD
669
First Financial Bank - Trust Division
Ohio
$557K -$37.7K -279 -6%
FHC
670
First Heartland Consultants
Missouri
$555K +$1.35K +10 +0.2%
VAM
671
Verity Asset Management
North Carolina
$549K -$216K -1,595 -28%
RFWA
672
RPg Family Wealth Advisory
Massachusetts
$548K – – –
GTCM
673
Gyon Technologies Capital Management
New Jersey
$541K +$549K +4,063 New
MC
674
Moors & Cabot
Massachusetts
$538K -$10.8K -80 -2%
BAM
675
Barrett Asset Management
New York
$538K +$40.7K +301 +8%
25 26
27
28 29